Disaster Relief. If you are affected by certain federally-declared disasters, you may be eligible for special rules involving certain IRA transactions. Special rules may include, but are not limited to, penalty-free distributions, the ability to repay/rollover certain IRA or retirement plan distributions, the option to include distributions ratably over multiple years, and extensions for the completion of time-sensitive acts (e.g., IRA contributions, rollovers, recharacterizations or correction of certain excess contributions). For detailed information about special IRA rules related to specific federally-declared disasters, refer to IRS Publication 590-A, IRS Publication 590-B and the IRS website at xxx.xxx.xxx.
Appears in 14 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Roth Individual Retirement Account Custodial Agreement, Traditional Individual Retirement Account Custodial Agreement
Disaster Relief. If you are affected by certain federally-federally declared disasters, you may be eligible for special rules involving certain IRA transactions. Special rules may include, but are not limited to, penalty-free distributions, the ability to repay/rollover certain IRA or retirement plan distributions, the option to include distributions ratably over multiple years, and extensions for the completion of time-sensitive acts (e.g., IRA contributions, rollovers, recharacterizations or correction of certain excess contributions). For detailed information about special IRA rules related to specific federally-federally declared disasters, refer to IRS Publication Pub. 590-A, IRS Publication Pub. 590-B and the IRS website at xxx.xxx.xxx.
Appears in 2 contracts
Samples: Traditional Individual Retirement Account Custodial Agreement, Roth Individual Retirement Account Custodial Agreement
Disaster Relief. If you are affected by certain federally-federally declared disasters, you may be eligible for special rules involving certain IRA transactions. Special rules may include, but are not limited to, penalty-free distributions, the ability to repay/rollover certain IRA or retirement plan distributions, the option to include distributions ratably over multiple years, and extensions for the completion of time-sensitive acts (e.g., IRA contributions, rollovers, recharacterizations or correction of certain excess contributions). For detailed information about special IRA rules related to specific federally-federally declared disasters, refer to IRS Publication 590-A, IRS Publication 590-B and the IRS website at xxx.xxx.xxx.
Appears in 1 contract
